Avion Wealth’s Annaly Capital Management NLY Stock Holding History

Avion Wealth’s Portfolio NLY Stock Details NLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15K	Buy	692 +500	+260%	+$11K	﹤0.01%	467
2026 Q1	$4K	Hold	192	–	–	﹤0.01%	715
2025 Q4	$4K	Hold	192	–	–	﹤0.01%	716
2025 Q3	$3K	Hold	192	–	–	﹤0.01%	775
2025 Q2	$3K	Buy	+192	New	+$3.65K	﹤0.01%	735
2023 Q4	–	Sell	-24	Closed	–	–	1254
2023 Q3	$0	Buy	+24	New	+$477	﹤0.01%	1069

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avion Wealth's NLY Position: Q2 2026 in Review

Avion Wealth increased its Annaly Capital Management (NLY) stake by 260% in Q2 2026, buying an estimated $11K and bringing the position to 692 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Avion Wealth first reported a position in NLY in Q3 2023 and has held it in 6 quarters since. 789 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Avion Wealth held 692 shares of Annaly Capital Management worth $15K as of Q2 2026.
Avion Wealth bought 500 Annaly Capital Management shares in Q2 2026, an estimated $11K.
Annaly Capital Management made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #467 holding.
Avion Wealth first reported a position in Annaly Capital Management in Q3 2023 and has held it in 6 quarters since.
789 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.